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  • Manage Jobs and Sets --> Manage Sets
  • Add Set --> Logical
    • Enter Set Name and Description: Course Reserves on Loan
    • Set Content Type: Physical items
    • Private: No
    • Status: Active
  • Next
  • Click Advanced Search
    • Add Conditions:
    • Temporary Physical Location Equals: Choose reserve location (if you have multiple librarys you will be prompted to choose a library first).
    • Add condition: Process Type Equals Loan and Leave that one as an AND

  • Repeat for as many reserve location as you have. Delete the library line using the little broom icon on the left. Then change the ANDs to ORs Make sure temp locations are ORs and process type are ANDs if there are more than one location. Add condition
  • Process Type Equals Loan
  • Leave that one as an AND
  • This is

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  • how it looks at Cal Poly

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Image Added

2)     Creating Daily Report

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